Checklist

[Richard Rabineau]

I am putting together a checklist as to what I should have answered if this investment is good.

Does anyone have their checklist that would like to share?

[Jeff Corpuz]

PROPERTY INFORMATION WORSHEET



(If cold calling) Hi, I’m calling about your house for sale/rent.

(If calling a seller back)  Hi, my name is _______________________ with_____________________________________, returning your call about possibly selling a property that you have?

YOU: Is this a good time to talk?


Who am I speaking with?_____________________

GREAT! Well our company is a real estate investment group, and we’re looking to purchase a few properties for our own portfolio. Is it ok if I ask you a few questions about the property to see if it meets our buying requirements?

Great, and how did you hear about us? ______________________________________________________________________

What’s the best phone number to call just in case I lose you? ____________________________



What’s the address of the property?______________________________

Ok, great! Well tell me a little bit about the property (Let seller talk) …Beds and baths? _____ Sq.Ft. ______ Garage ____ Yr. Built ______

This sounds like a nice house so far, why are you looking to sell? ____________________________________

Is there a Home Owners Association (HOA)? _____________ (if yes) ïƒ how much?_____________

Any repairs needed to the house? ________________________________

What was your asking price? ________________________________

What do you think the house is worth? _________________ How did you arrive at that value? __________________________________

Is there still a mortgage on the house or is it paid off? _________________________ (IF there is a mortgage proceed to mortgage information, IF paid off skip down to “is the house currently vacantâ€) 


*MORTGAGE INFORMATION*

1st Mortgage Balance(Payoff): _______________________________ Monthly Payment: __________________________



Does That Include Taxes And Insurance: YES ______ NO______ (if not)  Taxes: _______________ Insurance: ______________



2nd Mortgage Balance(Payoff): ______________________________ 2nd Monthly Payment: _________________________



Payments Current: YES_______ NO _______ (If behind)  How Many Months: __________________



Interest Rate For The 1st Loan: ___________________________ Interest Rate For The 2nd Loan: ___________________________



Is The Interest Rate Fixed, Adjustable, Or Interest Only: _________________________________



Are you looking to sell the house for the loan balance or……………….. _________________________________

How soon were you looking to move? __________________________________

Are you able to let us take over the monthly payments? _______________________________

Is the house currently vacant? _______________________________

What is the least you would take for an all cash offer and a quick closing? ________________________________

Is the property listed with an agent? ________ (if yes)  When will the listing expire? ______________________

Ok, well what do you plan to do with the property if you’re unable to sell it? _______________________________

Ok, well hopefully we can provide you with a solution. If your property meets our buying requirements, we’ll give you a call back within 24-48 hours to discuss in more detail what we can do for you!



Thank you for your time! Bye Bye!